What is a template for a care manager huddle with staff in a 3-wing aged (geriatric) care facility?

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Last updated: February 7, 2025View editorial policy

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From the Guidelines

A care manager huddle template for a 3-wing aged care facility should focus on the Geriatric 5Ms framework, which includes mind, mobility, medications, what matters most, and multicomplexity.

Key Components of the Huddle

  • Mind: Consider the cognitive and psychological domains of a patient’s health, including dementia and depression 1
  • Mobility: Evaluate fall risk and mobility issues, and develop strategies to prevent falls and promote mobility 1
  • Medications: Review and reconcile medications, particularly high-risk medications, to ensure safe and effective use 1
  • What Matters Most: Ask what matters most to the patient, and prioritize person-centered care 1
  • Multicomplexity: Assess the intersection of multiple chronic conditions and social determinants of health, and develop a coordinated care plan to manage these complexities 1

Additional Considerations

  • Dementia-friendly care: Provide information and communicate in dementia-friendly ways, and allow more time to care for people with dementia 1
  • Staff education and training: Consider diabetes education for staff, and provide training on dementia care and communication 1
  • Care planning: Establish individualized glycemic goals and make appropriate choices of glucose-lowering agents based on clinical and functional status 1
  • Medication management: Generate and translate evidence for safe and effective medication management in aged care homes, and consider the use of cognitive screening tools to support resident recruitment and consent 1

From the Research

Care Manager Huddle Template

A care manager huddle in a 3-wing aged care facility can be structured around the following key elements:

  • Introduction and welcome
  • Review of resident care and concerns
  • Discussion of staff well-being and support
  • Sharing of information and updates
  • Goal setting and action planning

Key Components of a Huddle

The following components can be included in a care manager huddle:

  • Review of quality measures and care processes 2
  • Discussion of resident care issues and concerns 3
  • Sharing of information and updates on resident care and staff well-being 4
  • Goal setting and action planning to improve care and address concerns 5

Best Practices for Huddles

Best practices for huddles include:

  • Standardization of the huddle process 5
  • Regular attendance by direct care staff, allied care and support staff, and management staff 3
  • Use of a structured format to guide the huddle discussion 5
  • Focus on sharing information, resolving problems, and improving communication among disciplines 4

Benefits of Huddles

Huddles can have several benefits, including:

  • Improved communication among staff and disciplines 6, 4
  • Enhanced collaboration and teamwork 6, 3
  • Increased awareness of safety concerns and resident care issues 4
  • Improved staff satisfaction and perception of support 3, 5

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Evaluation of Huddles: A Multisite Study.

The health care manager, 2017

Research

Daily huddle best practice: An Evidence-Based guide.

Worldviews on evidence-based nursing, 2023

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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